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  1. Reviewing VAT Returns

    I don't know if it is just me, but when I am reviewing VAT returns and looking at the transactions, as I scroll down the screen I can lose track of what VAT rate I am looking at if there are lots of transactions.

    Would it be possible to add a column or a header that states the VAT rate on the transaction schedule that remains visible on the screen as you scroll?

    Scrolling up and down to check or locate specific VAT Rates wastes a lot of time.

    Thanks

    Sarah

    1 vote

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  2. Can you recon your accounts once and next time it is the same I have alot of recons that are always the same How do you keep it for next time to recon

    1 vote

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  3. At the moment you can't directly Upload bills from the files inbox we are having to download the files then upload them. Seems like an obvious feature.

    1 vote

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  4. Can we please have the ability to set up daily repeating invoices - currently the only option is weekly or monthly. I can't find an easy work around so far.

    1 vote

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  5. Customising and adding Employee Details Fields so that Employee Details Reports can be produced providing all required information and important information regarding the employee can be kept. For example, licence numbers, certifications etc.

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  6. Hi There, curious to know, does Xero provides report 63 days payroll liability report. This is needed to accrue for the liability at the end of each tax year, since IRD allows this accrual to be accounted, with one condition, if the company has paid the staff with in 63 days from the end of each tax year. I know, this report is availabe by the other payroll software. Can this report be extracted from payroll reports.
    thanks
    Murli Vasu
    SBA Albany

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  7. Integrate invoicing with the US Govvernment Invoice Processing Platform, which covers nearly all invoicing of US Government Contracts, other than DoD and Intelligence Community. Right now, there’s only a manual entry process from a Xero generated invoice. https://www.ipp.gov/

    1 vote

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  8. To be able to only export a selection of sales invoices (or customers) and / or bills to pay (suppliers). Now you can only select on date or name via the search option. This will make it easier to send a selection of sales invoices and bills to pay in excel to customers or suppliers. (see file attached).

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    Hi Marit, as shown when you've picked selected invoices and click the Export option only the one's you've selected will be exported. It sounds like you may want to search by a different term / field? If so can you share a bit more detail here to help when sharing your feedback with the team? Thanks

  9. Payroll Employee Contact Details would be good to see a column for terminated employee showing date left and employee number

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  10. We would love the ability to include/add Sales Items to the P&L Report under Cost of Goods Sold - in order to track specific items(products/services).

    1 vote

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  11. It could be a glitch or just how the reports work, but Voided Invoices that were voided with a currency value in them, appear on the Receivable Invoice Summary with that value. So Invoice INV-45831 was for £123.00 but was voided. You can now no longer edit that invoice and in this report it eternally has the value of £123.00.

    This is an issue as the data is downloaded to extrapolate many different analysis for sales data.

    A bad fix after the data has been downloaded is to try filter and take out the ££ and change the data after…

    1 vote

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  12. Example we explain here is a 4 line Purchase Order in CSV format which, using the Bills To Pay Template, we are importing in my test Xero platform.
    Each line in the PO use a different Account Code from our Chart of Accounts.

    In brief, if we leave any of the Account Code fields empty the system does not seem to want to import the Supplier Contacts Purchasing Default Account settings.
    I have tried all versions of this import and the only one I can get to work is one where all the fields are completed.
    This means we have…

    1 vote

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  13. Chart of Accounts - the ledger codes (a) Entertainment-100% business and (b) Entertainment-0%. Can you change these categories? We accountants all know that the descriptions are misleading.

    Almost all (unqualified) bookkeepers use (a) for client entertainment and claim VAT. Subsequently, accountants blindly treat this category as business expenses, reducing the taxable profit. (i.e. wrongly deduct it for corporation tax purposes) I cannot tell you how many cases I've seen in the past few years.

    Please change the default categories to (a) Staff-only entertainment and (b) Client entertainment?

    1 vote

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  14. To be able to have a short cut to be able to print pdf straight from report screen without having to click multiple times to get there

    1 vote

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    Thanks for your feedback, Sadie. We don't have any direct plans for a PDF / Print shortcut atm but we'll feel out the interest from your idea here and let you know if there's any progress.

  15. My EOM reports include PL, BS, Receivables AND payroll. Management report doesn't allow payroll reports to be added. Please allow this to be added to minimise time generating additional reports.

    1 vote

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     ·  1 comment  ·  Payroll  ·  Admin →
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  16. When adding products from suppliers, it would be great to be able to add multiple suppliers details on one product (to save having the same item listed multiple times with each individual suppliers codes/costs etc). For example Supplier 1: Coca Cola Cans, Code: 1234 Cost: £12.99, Supplier 2: Coca Cola Cans, Code: A1244, Cost: £19.50. Rather have Coca Cola saved twice had sections within that product for multiple suppliers.

    1 vote

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  17. Xero features a handy inbuilt calculator on its invoices. However, this feature is rather useless if one is populating the invoice with inventory items ("Products and Services") where the Cost Price and Sale Price have already been set, or migrating said items from Projects to a new invoice.

    Having the inbuilt calculator in the Sale Price text box when setting up or updating Inventory Items would eliminate the need to keep switching from Xero to a calculator app to apply the correct markup for each item. Better yet would be a dropdown menu feature like is found in Projects to…

    1 vote

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  18. It would be great to be able to edit the detailed time report similar to how we can edit the P&L and balance sheet reports.

    We simply want to add a timesheet sign off area at the bottom of the report, which would be easy to add if that feature was available.

    1 vote

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  19. In Singapore, deemed supplies include free samples given to customers at no charge. If input tax was claimed on the purchase of these sample items, businesses are required to account for output tax when giving out the samples. Currently, Xero does not allow sales invoices to be issued at a zero value. As a result, if a sample is given at no charge, the sales invoice does not register any tax code. The workaround is to input a sales value and create a negative line item to ensure the invoice registers the tax code.

    The second issue arises when using…

    1 vote

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  20. It’d be awesome if the last column “total price AUD” was an editable field in the invoice template PDF so I can edit and print an invoice when doing home visits without wifi

    https://www.xero.com/au/templates/invoice-template/

    1 vote

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    Hi Shae-lyn, when you say you'd like the total column to be editable - Can you share what you would want to edit this too? If you're using an advanced branding theme you may be able to make the changes you're seeking.

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